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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,859 | $73,988-85.3% | $96,538-88.8% | $75,177-85.6% |
| Participation rate | 40.7% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 30.08% | 26.73%+3.4pp | 35.74%-5.7pp | 160.75%-130.7pp |
| Employer contribution / active EE | $276 | $2,930-90.6% | $3,740-92.6% | $2,671-89.7% |
| Participant deferral / active EE | $1,551 | $3,660-57.6% | $4,880-68.2% | $4,126-62.4% |
| Admin fee / account holder | $338 | $5,220-93.5% | $6,737-95.0% | $5,651-94.0% |